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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $154,209-73.7% | $130,062-68.8% | $139,487-70.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.5%-49.9pp | 80.3%-51.8pp |
| Annual return | -8.33% | 32.52%-40.9pp | -137.37%+129.0pp | 373.84%-382.2pp |
| Employer contribution / active EE | $1,083 | $5,292-79.5% | $4,322-74.9% | $4,755-77.2% |
| Participant deferral / active EE | $1,370 | $6,709-79.6% | $5,821-76.5% | $6,713-79.6% |
| Admin fee / account holder | $515 | $13,988-96.3% | $10,601-95.1% | $11,407-95.5% |